>> do you think pol ronald reagan can come through for the politi politics. this is almost impossible. >> right now, we'll see. >> they're not moving to the right. >> so bottom light, in a tina market, what sectors do you want to be invested in? do you stick with what has been going up? what have been consumer staples and which are historically stretched valuations that the point or do you go into technology materials and even though you don't believe in the fundamentals of this market. >> i am more inclined to go for the stocks that are providing what the fed is taking away and i know consumer staples is expensive, but by the same token financial repression will be with us for a long period of time. i would avoid it if i were in the more cyclical places and go more for capital spending and that means technology and industrials to a certain extent look particularly interesting to me. >> talk about hold your nose and buy. >> let the good times roll. >> we've heard echoes of that before, jason. >> thanks for coming in. >> thanks for having me. >> blackberry's z